Stock Lookup in a Work Order
After you create a parts request, you can use the Stock Lookup tool to check availability of stock in other locations. After you identify the right location, you can request stock from the location by copying the location from stock lookup into the Work Order parts request line.
To Stock Lookup and Request Stock:
1. Locate the Work Order by searching in the sidebar or from a list view in Work Orders tab. Click the Work Order number in which you want to do Stock Lookup.
2. Click the Line Number in the related list Work Details for the line you want to do Stock Lookup. Ensure that the line’s record type is Request/Receipt.
3. Click Stock Lookup. A screen is displayed as shown in the following screenshot.
4. Enter the radius from your location to limit the search to. The Radius is defaulted to 50.
5. Using the Show Results As picklist, you can select to display the results as a grid (table), in an interactive Google map, or both.
6. Click Find Stock. Depending on your criteria, the results appear in a grid, map, or both. Clicking a green/red location will show driving directions on the right side.
 | The Map shows only valid addresses. Locations with required stock are indicated in Green, and locations with less than the required stock are indicated in Red. The grid displays all matching records regardless of whether it is a valid address or not. |
7. To request stock from a location:
a. On Grid: Click/select the option button in the far right column titled Request in each row in the grid, and then click Request Stock.
b. On Map: Double-click the highlighted flag icon in the Map.
c. Click OK if prompted. The Requested From location in the Work Order parts request screen automatically shows the location you selected.